Expertise.com

Best Financial Advisors in San Clemente

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

San Clemente, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

San Clemente, CA

Business Description

Need help contacting a Financial Advisor in San Clemente? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Apriem Advisors logo
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License Verified:

License: 108188

Investment Adviser Public Disclosure Database, SEC

Apriem Advisors

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19200 Von Karman Ave. Suite 1050, Irvine, CA 92612
  • Certified Financial Planner (CFP)

Business Description

Apriem Advisors is an independent firm that has been serving clients in San Clemente and neighboring areas since 1998. It offers financial services to industrial retirees, women of wisdom, multi-generational families, and charitable and nonprofit organizations. Its services include foundational asset management, financial and estate planning, portfolio construction, and market analyses. Co-founder Harmon A. Kong has CFP and AIF designations. He worked in an investment firm for almost a decade before founding Apriem with Mark Iwamoto, who holds an MBA.

License Verified:

License: 108188

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Atomi Financial Group logo
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Atomi Financial Group

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20 Executive Park, Suite 120, Irvine, CA 92614
  • Estate Planning

Business Description

Atomi Financial Group lends its expertise to individuals, families, businesses, and non-profit clients in San Clemente and nearby areas. The firm offers financial planning, legacy planning, investment solutions, debt elimination, and business-related services. Some of its financial planning specialties include planning for women, divorcing individuals, asset protection, and tax reduction, as well as Social Security analysis and probate support. Each of the firm's fiduciaries holds more than 15 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Capital Financial logo
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Capital Financial

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31461 Rancho Viejo Rd #104, San Juan Capistrano, CA 92675
  • Certified Financial Planner (CFP)

Business Description

Capital Financial is an independent firm that serves the San Clemente metro and its surrounding areas. It helps clients through numerous financial services—such as tax, investment, and estate planning—that seek to match strategies with common milestones. It also helps manage debt, offering to restructure debts and liabilities with the aim of improving clients' cash flows. It also analyzes retirement plans and devises improvements or alternatives, as necessary. Capital Financial's team shares a combined experience of more than 100 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dowling & Yahnke Wealth Advisors logo
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License Verified:

License: 107672

Investment Adviser Public Disclosure Database, SEC

Dowling & Yahnke Wealth Advisors

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12265 El Camino Real, Suite 300, San Diego, CA 92130
  • Certified Financial Planner (CFP)

Business Description

Dowling & Yahnke Wealth Advisors has been serving clients in San Clemente and the surrounding communities for more than three decades. It offers financial and retirement planning services. Its investment management process involves developing plans based on clients' long-term goals, risk tolerance, and liquidity needs. It also advises on various charitable giving strategies and equity compensation management. The company's president, William G. Beamer, is a San Diego native who holds Certified Financial Planner and Chartered Financial Analyst designations.

License Verified:

License: 107672

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Emerald Blue Advisors logo
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Emerald Blue Advisors

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​25201 Paseo de Alicia, #125, Laguna Hills, CA 92653
  • Private Wealth Advisor

Business Description

Emerald Blue Advisors is a firm that serves San Clemente. Its advisors create goal-based plans to help people manage every phase of their financial lives. They advise clients about investing in securities like ETFs, mutual funds, and UITs to grow their wealth. They offer life and long-term care insurance to protect them from financial risks. The firm’s other services include legacy, retirement income, and tax planning, as well as Social Security maximization. Emerald Blue Advisors carries over 20 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
NCG Financial logo
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License Verified:

License: 5977424

Investment Adviser Public Disclosure Database, SEC

NCG Financial

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185 Avenue La Pata Suite 206, San Clemente, CA 92673
  • Retirement Planning
  • Insurance Products

Business Description

NCG Financial is a wealth management firm that serves individuals and families from San Clemente and the surrounding areas. Its team provides financial planning services, including tax, retirement, estate, and college planning. It also advises on financial concepts and products such as 401(k), 403(b), bonds, common stock, and brokerage accounts. Founder Kenneth C. Annaloro Jr. has been working in the financial services industry for more than two decades. He is an Investment Advisor Representative.

License Verified:

License: 5977424

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Overland & Shanahan Wealth Advisors, Inc. logo
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License Verified:

License: 133505

Investment Adviser Public Disclosure Database, SEC

Overland & Shanahan Wealth Advisors, Inc.

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12520 High Bluff Drive, Suite 120, San Diego, CA 92130
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Overland & Shanahan Wealth Advisors, Inc., serves individuals, business owners, and executives in San Clemente. It offers personalized financial planning services that analyze clients' financial decisions and help them develop and establish financial goals. It handles estate and retirement planning, investment and tax management, and education expense planning. The company also assesses current insurance policies to look for better choices. Its founding partner, John P Overland, is a veteran with over 60 years of experience in financial planning.

License Verified:

License: 133505

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
4.3 / 5 (6)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tax & Financial Group logo
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License Verified:

License: 4937924

Investment Adviser Public Disclosure Database, SEC

Tax & Financial Group

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4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660
  • Retirement Planning

Business Description

Tax & Financial Group is an independent firm that serves clients in the San Clemente area. It provides comprehensive financial services, such as risk management, financial planning, estate planning, and business advisory. It offers investment portfolio management, company-sponsored retirement plans, mutual funds, money manager analysis, and annuities. Its family wealth counseling includes redistribution of social capital, increased discretionary income, planned giving services, and philanthropic strategies. The company was recognized as part of the Top 20 of the Orange County Business Journal's 2020 List of Financial Advisors.

License Verified:

License: 4937924

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Trusted Financial Advisors logo
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License Verified:

License: 137253

Investment Adviser Public Disclosure Database, SEC

Trusted Financial Advisors

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San Clemente, CA
  • Retirement Planning

Business Description

Trusted Financial Advisors is a firm that serves clients in San Clemente. It provides financial planning, wealth management, investment advice, portfolio management, and retirement planning services. It also offers income tax analysis, business planning, estate plan analysis, and annuity review. Its team has experience in bonds, stocks, corporate cash management, financial analysis, and risk management. Gary Miller, the company's financial advisor, is a CFP with over 30 years of industry experience. He has been featured in The Wall Street Journal, International Herald Tribune, and Barron's Magazine.

License Verified:

License: 137253

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0